Relationship Manager/ Sr. Relationship Manager/ Deputy Branch Manager

JOB DESCRIPTION:

Role: Relationship Manager/ Sr. Relationship Manager/ Deputy Branch manager.

CTC: Its not constrain for right candidate (Its Negotiable).

Experience: 1 to 6 Yrs and above.

Functional Area: BFSI, Investments & Trading.

Employment Type: Full Time, Permanent.

Education: Any Graduate.

Notice period: Most preferred for immediate joiner/ 15 days 1 month.

Note- Must have experience into Direct sales (insurance/mutual fund)

ROLES AND RESPONSIBILITIES:

• Conduct daily sales calling with prospective new clients and identify their needs.
• Provide and develop solutions and suggest schemes to clients basis their requirements and goal.
• Conduct timely and regular follow ups with the leads and tag them on broadcasts and new articles.
• Increase client database by meeting new clients and taking references from the existing ones and hence build AUM and AUA for the branch.
• Review and diversify existing client portfolio on a regular basis and provide guidance accordingly.
• Achieve financial goals of the clients through various product line.
• Update and cross sell products to existing clients and update them about the primary and secondary market trends.
• Update self-regarding all schemes, products and solutions by regularly attending trainings.
• Share regular communications with client regarding information, research and material of the organization.
• Conduct regular marketing activities with the regional marketing and product team by showcasing our products and features and generate leads.
• Desired Candidate Profile
• Product Knowledge have a detailed knowledge of all products related to Life Insurance, general insurance, fixed income, mutual funds, etc.
• Wealth Portfolio Management understand client portfolio in terms of their risk and reward appetite and assist them to achieve their financial goals
• Financial planning/ Investment Advisory have thorough financial and sector knowledge as well knowledge of competitors, must provide sound and reliable advice to client.